Advisors at this firm
Robert B
Series 63, Series 65, Series 66
Palm Harbor, FL
Basile Financial Group, Inc.
Robert Basile is a financial advisor at Basile Financial Group, Inc. in Palm Harbor, FL, with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including LPL Financial and Business Financial Solutions. Basile also operates Basile CPA Firm, Inc., where he prepares individual tax returns and performs accounting tasks for individuals and small businesses. Basile Financial Group serves individual clients, trusts, and business entities by offering discretionary asset management, financial planning, and consulting. The firm follows a buy-and-hold investment approach focused on mutual funds and ETFs, provides public educational seminars, and integrates affiliated tax and accounting services within its client offerings.
Robert B
CFP®, Series 63
Palm Harbor, FL
Basile Financial Group, Inc.
Robert Basile is a CFP® with 38 years of industry experience, currently serving at Basile Financial Group, Inc. He has worked in various capacities including at LPL Financial LLC and as a sole proprietor. In addition to his advisory role, he is president of Basile CPA Firm, Inc., where he provides accounting and tax preparation services. Basile Financial Group serves individual clients, trusts, and business entities with discretionary asset management, financial planning, and consulting. The firm employs a buy-and-hold investment approach focused on mutual funds and ETFs, offers public educational seminars, and integrates affiliated accounting and tax services alongside its advisory work.